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《大行报告》大和上调周黑鸭(01458.HK)目标价至13元 评级「买入」
阿思达克 06-03 10:52
大和发表报告指,相信周黑鸭(01458.HK)受惠提高生产设施利用率和加速扩张门店网络,其营业利润率可以比市场预期的扩张速度快,目标价由11元上调至13元 ,评级「买入」。

大和指,管理层在投资者会议上表示,对今年实现800至1,000家新店的目标持乐观态度,有望在2023年前实现4,000至5,000间门店的开店目标,并增加更多社区门店,以满足长期的线上到线下市场机会。管理层亦提到,虽然原材料成本不断上升,仍预计在今年生产成本能够因供应链改善而按年下降。

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